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Lakeland Financial Corp

LKFN
Exchange
Nasdaq
Industry
State Commercial Banks
SEC CIK
0000721994

In the last 90 days, Lakeland Financial Corp insiders filed 0 open-market purchases and 2 sales; 255 institutions reported holding it in 13F filings for Q2 2026, worth $1.30B in total; no superinvestor holds it.

13F holders, Q1 2025

Institutional positions in Lakeland Financial Corp as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
244
+15 vs. Q4 2024
Shares held
21.4M
−125.4K (−0.6%) vs. Q4 2024
Total value
$1.27B
−$208.3M (−14.1%) vs. Q4 2024
New holders
37
81 more added
Sold out
22
80 more reduced

2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting LKFN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2025: 244 institutions
Q1 2021: 165 institutionsQ2 2021: 166 institutionsQ3 2021: 179 institutionsQ4 2021: 186 institutionsQ1 2022: 201 institutionsQ2 2022: 215 institutionsQ3 2022: 219 institutionsQ4 2022: 229 institutionsQ1 2023: 215 institutionsQ2 2023: 197 institutionsQ3 2023: 200 institutionsQ4 2023: 207 institutionsQ1 2024: 223 institutionsQ2 2024: 216 institutionsQ3 2024: 234 institutionsQ4 2024: 231 institutionsQ1 2025: 244 institutionsQ2 2025: 235 institutionsQ3 2025: 245 institutionsQ4 2025: 227 institutionsQ1 2026: 235 institutionsQ2 2026: 255 institutions
Value heldQ1 2025: $1.27B
Q1 2021: $1.32BQ2 2021: $1.16BQ3 2021: $1.48BQ4 2021: $1.66BQ1 2022: $1.51BQ2 2022: $1.36BQ3 2022: $1.49BQ4 2022: $1.49BQ1 2023: $1.29BQ2 2023: $996.2MQ3 2023: $984.2MQ4 2023: $1.37BQ1 2024: $1.41BQ2 2024: $1.30BQ3 2024: $1.39BQ4 2024: $1.49BQ1 2025: $1.27BQ2 2025: $1.32BQ3 2025: $1.36BQ4 2025: $1.18BQ1 2026: $1.20BQ2 2026: $1.30B
Institutions holding LKFN and their total value by quarter
QuarterHoldersValue
Q2 2026255$1.30B
Q1 2026235$1.20B
Q4 2025227$1.18B
Q3 2025245$1.36B
Q2 2025235$1.32B
Q1 2025244$1.27B
Q4 2024231$1.49B
Q3 2024234$1.39B
Q2 2024216$1.30B
Q1 2024223$1.41B
Q4 2023207$1.37B
Q3 2023200$984.2M
Q2 2023197$996.2M
Q1 2023215$1.29B
Q4 2022229$1.49B
Q3 2022219$1.49B
Q2 2022215$1.36B
Q1 2022201$1.51B
Q4 2021186$1.66B
Q3 2021179$1.48B
Q2 2021166$1.16B
Q1 2021165$1.32B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Lakeland Financial Corp; share changes are against Q4 2024.

Institutions holding LKFN in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Coldstream Capital Management Inc214$12.7K0.00%+214New
Clearstead Advisors, LLC191$11.4K0.00%00.0%Unchanged
Mather Group, LLC.183$10.9K0.00%−9−4.7%Reduced
Advisor Group Holdings, Inc.164$9.77K0.00%−393−70.6%Reduced
Geneos Wealth Management Inc.161$9.57K0.00%+81+101.3%Added
Versant Capital Management, Inc155$9.21K0.00%+155New
Hemington Wealth Management141$8.00K0.00%−1−0.7%Reduced
Parkside Financial Bank & Trust127$7.55K0.00%+10+8.5%Added
WPG Advisers, LLC103$6.12K0.01%+71+221.9%Added
Golden State Wealth Management, LLC93$5.53K0.00%00.0%Unchanged
Umb Bank N A93$5.53K0.00%+40+75.5%Added
Allworth Financial LP93$5.08K0.00%00.0%Unchanged
Harbor Capital Advisors, Inc.83$5.00K0.00%−38−31.4%Reduced
Hantz Financial Services, Inc.82$5.00K0.00%00.0%Unchanged
UMA Financial Services, Inc.79$4.70K0.00%00.0%Unchanged
Cornerstone Planning Group LLC86$4.69K0.00%+86New
Massmutual Trust Co FSB78$4.64K0.00%00.0%Unchanged
Red Tortoise LLC50$2.97K0.00%00.0%Unchanged
Rothschild Investment LLC50$2.97K0.00%+25+100.0%Added
EverSource Wealth Advisors, LLC48$2.85K0.00%+41+585.7%Added
Whipplewood Advisors, LLC7$2.73K0.00%−39−84.8%Reduced
MPWM Advisory Solutions, LLC39$2.32K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC34$2.02K0.00%00.0%Unchanged
TD Capital Management LLC30$1.81K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co28$1.66K0.00%−141−83.4%Reduced
Signaturefd, LLC27$1.60K0.00%00.0%Unchanged
Kessler Investment Group, LLC18$1.07K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc17$1.01K0.00%−1−5.6%Reduced
Covestor Ltd10$1.00K0.00%−1−9.1%Reduced
True Wealth Design, LLC14$8330.00%+14New
JFS Wealth Advisors, LLC8$4760.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.8$4750.00%+8New
Bell Investment Advisors, Inc7$4170.00%00.0%Unchanged
Stephens Consulting, LLC5$2980.00%+5New
Horizon Investments, LLC5$2940.00%+5New
Larson Financial Group LLC4$2380.00%+2+100.0%Added
Abound Wealth Management3$1790.00%00.0%Unchanged
IFP Advisors, Inc3$1780.00%00.0%Unchanged
Bruce G. Allen Investments, LLC3$1780.00%00.0%Unchanged
Global Financial Private Client, LLC3$1780.00%+2+200.0%Added
Perkins Coie Trust Co3$1780.00%+3New
SJS Investment Consulting Inc.2$1190.00%00.0%Unchanged
Farther Finance Advisors, LLC1$590.00%−1−50.0%Reduced
Caitong International Asset Management Co., Ltd1$590.00%+1New
Proequities, Inc.0$00.00%−497−100.0%Sold out
Assenagon Asset Management S.A.0$00.00%−153,574−100.0%Sold out
Segall Bryant & Hamill, LLC0$00.00%−109,757−100.0%Sold out
Albert D Mason Inc0$00.00%−22,638−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−7,524−100.0%Sold out
Alps Advisors Inc0$00.00%−5,400−100.0%Sold out
Moody National Bank Trust Division0$00.00%−4,126−100.0%Sold out
Reuter James Wealth Management, LLC0$00.00%−3,637−100.0%Sold out
Profund Advisors LLC0$00.00%−3,494−100.0%Sold out
Commonwealth Equity Services, LLC0$00.00%−3,238−100.0%Sold out
Centiva Capital, LP0$00.00%−3,087−100.0%Sold out
Atria Investments LLC0$00.00%−2,963−100.0%Sold out
VisionPoint Advisory Group, LLC0$00.00%−781−100.0%Sold out
R Squared Ltd0$00.00%−730−100.0%Sold out
Point72 Asia (Singapore) Pte. Ltd.0$00.00%−362−100.0%Sold out
TCTC Holdings, LLC0$00.00%−84−100.0%Sold out
Brown Brothers Harriman & Co0$00.00%−71−100.0%Sold out
LGT Financial Advisors LLC0$00.00%−52−100.0%Sold out
Venturi Wealth Management, LLC0$00.00%−28−100.0%Sold out
Eagle Bay Advisors LLC0$00.00%−26−100.0%Sold out
Simplex Trading, LLC0$00.00%−18−100.0%Sold out
FSC Wealth Advisors, LLC0$00.00%−14−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed
Global Retirement Partners, LLC––––Not filed